Estate Planning

Protecting a legacy and preserving assets.

Estate planning is difficult and delicate at any age. You've built a legacy and achieved your dreams. Now, we can help you answer the questions and create a plan so you can focus on what matters most.

We will help you protect the legacy you've worked so hard to build.

Estate planning is about preserving your values and helping the people and organizations that matter most to you. Together we will chart out a plan that seeks to minimize your tax burdens, preserves your assets, and transfer your wealth.

Decide What Matters Most

Your plan can ensure assets go where you intend so they can benefit those close to your heart.

Planned Asset Distribution

We'll spend the necessary time understanding your desires and the scenarios that can impact your estate.

Current Assessment

Your future legacy is what we're focused on. We will help you with ways your assets can impact your legacy.

Make Your Plan A Reality

We can help you build a tailored, holistic approach to pursuing your estate-planning goals.

Estate Attorney Partnership

At Benchmark, we are here to help you build a plan that will make your legacy last. We also believe it's important to work alongside our clients' estate attorneys as they draft your documents.*

*Benchmark Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

Ready to schedule an initial consultation?

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The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey or SmartVestor are affiliates of Benchmark Wealth Management or LPL Financial.
Securities and advisory services offered through LPL Financial, a Registered Investment advisor and member of FINRA and SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, VA, WA, WI.

Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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5855 Ridge Bend Road
Memphis, TN 38120
(901) 682-7449
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